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An Experienced candidate is now required to work for one of our Client, a respected and growing firm of Financial Advisers who form part of one of the largest firms of Wealth Managers in the UK. Our Client offers first class training and support and ongoing career development and now require someone to work in an incredibly busy role supporting the Managing Director.
It is essential that those applying for the role come from a strong background supporting a demanding individual and offer first class communication and organisational skills. The ability to liaise with High Net Worth individuals is key and is the ability to work under pressure in a fast paced environment. Those coming from an IFA / Provider background are urged to apply, however those from a strong PA and professional services background will be considered.
Daily duties will consist of;
" Supporting the Managing director
" Sending LOA's to client for signature
" Processing new business applications
" Client valuations & illustrations
" Dealing with annual reviews;
o Organising
o Preparing pre-meeting paperwork
" Sending LOA's and requests for information to providers
Get in touch today to discuss this fantastic opportunity in more detail.
NJR 15348
